RWA

Ropes Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 21.76%
This Quarter Est. Return
1 Year Est. Return
+21.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$570M
AUM Growth
-$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
885
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.7M
3
+$2.52M
4
MSFT icon
Microsoft
MSFT
+$2.43M
5
TPL icon
Texas Pacific Land
TPL
+$1.53M

Top Sells

1
+$202M
2
+$4.43M
3
+$2.4M
4
XOM icon
Exxon Mobil
XOM
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.35M

Sector Composition

1 Technology 19.54%
2 Healthcare 18.02%
3 Consumer Discretionary 8.28%
4 Financials 8.18%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.33%
7,393
+239
77
$1.86M 0.33%
16,208
-285
78
$1.84M 0.32%
33,970
79
$1.81M 0.32%
6,302
-130
80
$1.77M 0.31%
8,458
-1,717
81
$1.75M 0.31%
21,230
+85
82
$1.7M 0.3%
7,407
-80
83
$1.66M 0.29%
32,306
-3,864
84
$1.63M 0.29%
16,505
+5,618
85
$1.6M 0.28%
7,300
-455
86
$1.59M 0.28%
18,964
+2,095
87
$1.53M 0.27%
+2,658
88
$1.5M 0.26%
21,196
+521
89
$1.47M 0.26%
19,619
+369
90
$1.47M 0.26%
10,672
+5,429
91
$1.44M 0.25%
6,282
+2,245
92
$1.42M 0.25%
9,155
-405
93
$1.35M 0.24%
5,976
+441
94
$1.32M 0.23%
18,578
+6,872
95
$1.32M 0.23%
9,640
+1,565
96
$1.31M 0.23%
5,272
+799
97
$1.22M 0.21%
9,051
-3,453
98
$1.2M 0.21%
7,090
-19
99
$1.19M 0.21%
8,030
100
$1.19M 0.21%
13,709
+4,025
2 3
4
5 6